See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $555,194 | $209,336+165.2% | $197,124+181.6% | $137,256+304.5% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 23.57% | 48.09%-24.5pp | 44.34%-20.8pp | 220.34%-196.8pp |
| Employer contribution / active EE | $25,453 | $6,591+286.2% | $6,227+308.7% | $4,156+512.4% |
| Participant deferral / active EE | $17,834 | $9,614+85.5% | $9,135+95.2% | $6,407+178.4% |
| Admin fee / account holder | $771,743 | $17,308+4359.0% | $16,298+4635.2% | $12,270+6189.6% |